CRM Data Migration

We move your customers and leads from spreadsheets or another CRM into Dub Ai, with duplicates merged and sources labelled.

SKU: DAI-SERV-16 Category: Tags: , ,

Description

Your customer list is one of your most valuable assets. The Dub Ai team imports contacts and leads from spreadsheets or exports from another system, matched by phone number so the same person is not saved twice.

  • Import from spreadsheets or another CRM
  • Duplicates matched by phone number
  • Notes, tags, sources and groups
  • Consent and opt-out details carried across

We keep notes, tags and sources where they exist and organise contacts into groups you can use for follow-ups and campaigns. Consent and opt-out details are carried across where you have them.

Once imported, you can ask your admin agent about any contact.

Want to see it working with your own business? Book your demo on WhatsApp: +971 56 552 6662.

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